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WEALTH MANAGEMENT RESOURCES, INC.: SHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH MANAGEMENT RESOURCES, INC. on SHM, newest first. How the timeline and the estimate are built.

WEALTH MANAGEMENT RESOURCES, INC. held 10,668 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,668 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $511,671.

    13F-HR 0001063516-26-000004 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,668 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $510,231.

    13F-HR 0001063516-26-000002 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,668 shares
    Change vs previous 13F -1,857 shares

    0.18% of the 13F portfolio, value $511,938.

    13F-HR 0001063516-26-000001 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,525 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $603,950.

    13F-HR 0001063516-25-000004 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,516 shares
    Change vs previous 13F +1,529 shares

    0.2% of the 13F portfolio, value $598,651.

    13F-HR 0001085146-25-004147 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,987 shares
    Change vs previous 13F +2,440 shares

    0.19% of the 13F portfolio, value $523,009.

    13F-HR 0001085146-25-002282 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,547 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $405,070.

    13F-HR 0001085146-25-000357 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,565 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $412,359.

    13F-HR 0001085146-24-005251 filed by WEALTH MANAGEMENT RESOURCES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).